Investments › Investment Team › About Staff Member Replacement (Investment) › Replace Staff Members

Replace Staff Members

You can replace staff members assigned to your investment. A list of resources who share the same role as the resource being replaced, and who are available during the investment time period is generated. You can replace a resource using the team staff or detail page.

An availability score helps you select which resource is best suited, in terms of availability, to replace the existing resource. An availability score for each of the resources to which you have access is generated. The score indicates how close the availability of the possible replacement resources comes to the availability of the resource being replaced. Availability is based on the duration of the assignment and the daily availability of the resource. Higher the score, closer is the match.

Use the find resources page to replace staff members. This page lists all of the resources to which you have access.

The Availability field identifies the assignment period and the number of hours the resource you are replacing was allocated to your investment. Both the dates and the hours allocated are transferred to the new replacement.

The Availability Match column displays a score that factors in the work period and the availability of each resource. If you do not add any skill specifications to your search criteria, the Total Match column duplicates the Availability Match score. The Skill Match column is left blank. If you search by skills criteria and availability criteria, the Total Match column displays an average of the two scores.

The following message can appear at the top of the page:

“Match scores may be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy,”

The message means that if there is a discrepancy between the date range in the message and the dates in the Availability field. Accordingly, the Availability Match score can be inaccurate. For example, if the dates in the Availability field are 9/1/09 - 2/7/10 and the date range in the message is 9/7/09 - 9/7/10, a one-to-one comparison for any resource cannot be found. This mismatch lowers the overall availability match scores.

Follow these steps:

1. Open your investment.

   The properties page appears.

2. Open the Team and click Staff.

   The investment team staff page appears.

3. Next to the name of the staff member you want to replace, click the Resource Finder icon.

   The find resources page appears.

4. Select the check box next to the resource with whom you want to replace the previous resource, and click Replace.

   The booking confirmation page appears.

5. Confirm the selection by clicking Yes.

   The investment team staff page appears, where you see that the name of the resource you selected replaces the previous staff member.